Sales Hub Tools

BenGro
Participant

Synchronize several calenders as resource with one hubspot meeting

SOLVE

How we currently use the Meeting tool:

  • The idea is to allow our customers to book a meeting for training and support through the HubSpot meeting tool
  • We currently have two employees available to provide these training and support sessions (perspectively even more)

Problem:

  • The meeting tool offers free time slots based on the predefined availabvle times and the synchronization with one calender (google calenders in our case) 
  • This doesn't represent our actual capacity for the trainings / support because it only reflects one of the two employees capable of providing the training & support

Question: 

  • Is it possible to set the meetin tool up so that  it will check the synced calenders of two employees for free time slots and offers time slots in the meeting page as long as one  of the two calenders shows an open slot?
  • If not, has somebody sucesfully implemented a workaround he/she is willing to share?
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Synchronize several calenders as resource with one hubspot meeting

SOLVE

Sounds like a clear case for HubSpot's Round Robin Availability team meetings link option.

 

This team meetings link shows the individual availability of all selected team members. -- see Create a team meetings link.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

3 Replies 3
mallory_gsp
Contributor

Synchronize several calenders as resource with one hubspot meeting

SOLVE

There's no way to prioritize availability, though! Would be helpful for each teammate to set their own availability, then allow us to prioritize one teammate over the other. Additionally the meetings tool does not allow the end user to invite multiple folks from their team. 

0 Upvotes
MFrankJohnson
Solution
Thought Leader

Synchronize several calenders as resource with one hubspot meeting

SOLVE

Sounds like a clear case for HubSpot's Round Robin Availability team meetings link option.

 

This team meetings link shows the individual availability of all selected team members. -- see Create a team meetings link.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
BenGro
Participant

Synchronize several calenders as resource with one hubspot meeting

SOLVE

Awesome! Thanks!